See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,152 | $54,541+171.6% | $78,778+88.1% | $70,131+111.3% |
| Participation rate | 94.1% | 60.8%+33.3pp | 69.2%+24.9pp | 69.5%+24.6pp |
| Annual return | 14.59% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,716 | $1,089+149.6% | $1,986+36.8% | $2,342+16.0% |
| Participant deferral / active EE | $5,235 | $2,210+136.9% | $2,958+77.0% | $3,332+57.1% |
| Admin fee / account holder | $18,036 | $3,709+386.3% | $5,134+251.3% | $4,645+288.3% |